ISHARES TR's ticker is IBMH and the CUSIP is 46429B564.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2021 | $0 | – | 0 | – | 0.00% | – |
| Q1 2021 | $0 | – | 0 | – | 0.00% | – |
| Q4 2020 | $0 | – | 0 | – | 0.00% | – |
| Q3 2020 | $0 | – | 0 | – | 0.00% | – |
| Q2 2020 | $0 | – | 0 | – | 0.00% | – |
| Q1 2020 | $0 | -100.0% | 0 | -100.0% | 0.00% | -100.0% |
| Q4 2018 | $105,000 | -34.0% | 4,132 | -34.2% | 0.01% | 0.0% |
| Q3 2018 | $159,000 | +54.4% | 6,278 | +55.2% | 0.01% | +50.0% |
| Q2 2018 | $103,000 | -32.7% | 4,046 | -33.0% | 0.00% | -42.9% |
| Q1 2018 | $153,000 | 0.0% | 6,042 | 0.0% | 0.01% | 0.0% |
| Q4 2017 | $153,000 | -0.6% | 6,042 | 0.0% | 0.01% | +16.7% |
| Q3 2017 | $154,000 | -60.9% | 6,042 | -60.9% | 0.01% | -64.7% |
| Q2 2017 | $394,000 | +127.7% | 15,451 | +128.5% | 0.02% | +112.5% |
| Q1 2017 | $173,000 | +29.1% | 6,761 | +27.5% | 0.01% | +33.3% |
| Q4 2016 | $134,000 | +3.9% | 5,302 | +5.1% | 0.01% | -14.3% |
| Q3 2016 | $129,000 | +2.4% | 5,046 | +3.3% | 0.01% | 0.0% |
| Q2 2016 | $126,000 | +404.0% | 4,884 | +399.9% | 0.01% | +250.0% |
| Q4 2015 | $25,000 | – | 977 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Vigilant Capital Management, LLC | 65,855 | $1,682,000 | 0.32% |
| Roof Eidam Maycock Peralta, LLC | 10,895 | $278,000 | 0.22% |
| NewSquare Capital LLC | 27,785 | $710,000 | 0.22% |
| Trust Co | 12,231 | $312,000 | 0.20% |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | 17,566 | $449,000 | 0.12% |
| Mariner, LLC | 49,745 | $1,270,000 | 0.11% |
| ARS Wealth Advisors, LLC | 9,175 | $234,000 | 0.10% |
| HighTower Advisors, LLC | 156,204 | $3,989,000 | 0.06% |
| COLONY GROUP LLC | 19,080 | $487,000 | 0.05% |
| Legacy Private Trust Co. | 14,190 | $362,000 | 0.05% |